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Proforma Invoice: How to Create and Manage Proforma Invoices.
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⤑ Knowledge Base ⤑
Sales Management
Proforma Invoice: How to Create and Manage Proforma Invoices.
The following Steps describes you how to create, edit and print Proforma Invoices.
Go to the Sales Part of Billing.
Clicking on Proforma Invoice leads you to Tax Invoice Receipts List as shown in figure below.
Here, the list of existing Proforma Invoice can be found.
One can search Proforma Invoices according to Source within the selected time period.
To create new Proforma Invoice, click on button.
It leads you to new page as shown in figure below.
In this page, click on select items to select items and to add more items on list click on button.
To delete items from list, click on button.
After filling every required input field and adding items.
Save invoice by clicking on else Close.
Clients can be created directly on Proforma Invoice page by clicking on as shown below.
Fill up every required input fields and then click on to create else Cancel.
To create new Items within the Proforma Invoice page, click on button, which leads you to new page as shown.
Fill up every required input fields i.e. (*)
And give notes, product summary and product details by clicking on those textboxes.
Tick all the requirements like taxable, trackable and so on.
One must tick the enabled.
After filling, click on to create else Cancel.
Same goes to Lead.
Action can be used to edit, delete, print, download and Duplicate Respectively.
List of Proforma Invoice can be filtered out by selecting time periods and source.
And List can be downloaded in excel form by clicking on button.
Details can be downloaded in excel form by clicking on button.
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